CRM

- Leads and opportunities
- Make calls directly with Odoo to manage your leads and opportunities: VoIP (V18)
- 1100 : Sélection multiple des opportunités du CRM dans la vue Kanban (V19)
- 1101 : Création de plans d'activités (v.19.2)
- Opportunity pipeline
- Sales teams
- Automate sending emails when a lead is created via form
- Enrichment of the Leads
- Predictive Lead Scoring
- Create recurring activities in your CRM V17
- Automatic assignment of leads entering the CRM (V17)
- Automatic tag assignment on CRM leads (V17)
- Set goals for your salespeople (V17)
- Calculate my sellers' conversion rates using spreadsheets (V17)
- Manage your partners' commission plans
- Leadonsurvey: Create a lead when submitting a survey
- New CRM V18: update on expected recipes
- Creating a business after creating a runway as an opportunity
- Automatic sending of emails from the CRM
- Export time spent step by step in CRM
- Converting a lead into a ticket
- CRM Probability Calculations with AI (V18.3)
- New CRM Features and AI-Powered Field Filling - v19
- CRM New Features - Odoo V19
- Scanning Business Cards to Create Opportunities in V19
- Automate a Probability Percentage per Stage (V17)
- Configuring notifications for opportunities, sales, and invoices (V19)
- Lead Generation (V19.1)
- Dynamiser votre CRM avec des automatisations (V19)
- Création de projet depuis le CRM
- Créer un projet depuis une opportunité (V19.2)